Investia

Investia's Chrome extension provides a mobile-ready way to view your investment portfolio and personal profile via the Investia Client Portal. It delivers an account overview, consolidated value, and plan details so you can stay on top of your finances anywhere.

Use it to access your advisor's contact information, view account specifics, and navigate to your plans. The extension requires Investia Client Portal registration and supports secure credential resets and quick access using your Investia login.